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When your projects reach certain budget thresholds notifications may be sent out. See the Budget Alerts Editor to configure these.
To change active baselines requires both Create and Edit privileges.
Baselines
A baseline is a budget that defines what you plan to do for this project. You can have multiple baselines. With multiple baselines you can change your budgets as the project progresses, while preserving old budgets. This allows you to see how the project evolved over time and how well your budget forecasting played out. Each baseline can have multiple metrics. With multiple metrics you can look at numbers like RDC or BAR side-by-side. In addition, baselines can be broken down to a more granular level by adding a dimension like Resource or Task. As you can see, baselines are extremely flexible. For a more in depth explanation of baselines - please see Create a Time Baseline and Budgets, Tracking, and Alerts.
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Control | Description |
|---|---|
Active Baseline | From the dropdown choose the baseline you are interested in. These are typically time-phased, showing your projected budget at different points in the project's life cycle. See Create a Time Baseline for an example. To change active baselines requires both Create and Edit privileges. |
Displayed Metric | Billing Adjusted Revenue, Contract Revenue, Resource Direct Cost, Hours, or Chargeable Hours. The available options depend on the Active Baseline selected. |
Unapproved time in actuals to date | Time that has been submitted, but not yet approved should contribute to your actual data. |
Requested hours in estimate to complete | Time that has been requested, but not yet approved should contribute to your projected data. |
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Use actuals through – Choose a date for reporting actual data. After choosing the date, all data displayed on and before this date will be actual time/cost information, while all information following this date will be projected data. To choose a date, you may select any of the options listed below. Note that the end of a week is based on the day chosen as the first day of the week in the initial setup for your organization.